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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,196 | $173,397-82.0% | $135,987-77.1% | $145,877-78.6% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 21.54% | 1166.18%-1144.6pp | 580.01%-558.5pp | 551.28%-529.7pp |
| Employer contribution / active EE | $2,405 | $5,281-54.5% | $4,214-42.9% | $4,663-48.4% |
| Participant deferral / active EE | $5,357 | $8,710-38.5% | $7,027-23.8% | $6,691-19.9% |
| Admin fee / account holder | $250 | $9,663-97.4% | $6,716-96.3% | $13,402-98.1% |